SEI's Investment Manager Services supplies investment organizations of all types with advanced operating infrastructure they must have to evolve and compete in a landscape of escalating business challenges. SEI's award-winning global operating platform provides investment managers and asset owners with customized and integrated capabilities across a wide range of investment vehicles, strategies and jurisdictions. Its services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. SEI partners with more than 550 traditional and alternative asset managers, as well as sovereign wealth funds and family offices, representing nearly $30 trillion in assets, including 49 of the top 100 asset managers worldwide*.

Company profile
Ticker
SEIC
Exchange
Website
CEO
Alfred West
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
SEI CORP
SEC CIK
Corporate docs
Subsidiaries
SEI Investments Distribution Co. • SEI Investments Management Corporation • SEI Investments Developments, Inc. • SEI Custodial Operations Company, LLC • SEI Trust Company • SEI Funds, Inc. • SEI Investments, Inc. • SEI Global Investments Corporation • SEI Investments Canada Company • SEI Advanced Capital Management, Inc. ...
IRS number
231707341
SEIC stock data
Analyst ratings and price targets
Latest filings (excl ownership)
10-K/A
2022 FY
Annual report (amended)
24 Feb 23
10-K
2022 FY
Annual report
21 Feb 23
8-K
SEI Reports Fourth-Quarter 2022 Financial Results
25 Jan 23
8-K
Other Events
5 Dec 22
10-Q
2022 Q3
Quarterly report
28 Oct 22
8-K
Departure of Directors or Certain Officers
27 Oct 22
8-K
SEI Reports Third-Quarter 2022 Financial Results
26 Oct 22
8-K
Regulation FD Disclosure
23 Aug 22
10-Q
2022 Q2
Quarterly report
25 Jul 22
8-K
SEI Reports Second-Quarter 2022 Financial Results
20 Jul 22
Transcripts
SEIC
Earnings call transcript
2022 Q4
25 Jan 23
SEIC
Earnings call transcript
2022 Q3
27 Oct 22
SEIC
Earnings call transcript
2022 Q2
21 Jul 22
SEIC
Earnings call transcript
2022 Q1
21 Apr 22
SEIC
Earnings call transcript
2021 Q4
27 Jan 22
SEIC
Earnings call transcript
2021 Q3
21 Oct 21
SEIC
Earnings call transcript
2021 Q1
22 Jul 21
SEIC
Earnings call transcript
2021 Q1
22 Apr 21
SEIC
Earnings call transcript
2020 Q4
28 Jan 21
SEIC
Earnings call transcript
2020 Q3
21 Oct 20
Latest ownership filings
Financial summary
Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
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Operating income | |||||
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Net income | |||||
Net profit margin | |||||
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Diluted EPS |
Institutional ownership, Q4 2022
69.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 432 |
Opened positions | 61 |
Closed positions | 47 |
Increased positions | 129 |
Reduced positions | 159 |
13F shares | Current |
---|---|
Total value | 5.39 tn |
Total shares | 93.30 mm |
Total puts | 5.30 k |
Total calls | 15.00 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 12.25 mm | $714.05 bn |
BLK Blackrock | 11.46 mm | $668.07 bn |
Loomis Sayles & Co L P | 10.49 mm | $613.03 bn |
STT State Street | 6.71 mm | $393.75 bn |
MS Morgan Stanley | 6.52 mm | $380.09 bn |
Beutel, Goodman & Co | 3.86 mm | $225.33 bn |
BAC Bank Of America | 3.32 mm | $193.74 bn |
GWL Great West Life Assurance | 2.03 mm | $118.37 bn |
Geode Capital Management | 2.00 mm | $117.11 bn |
Royce & Associates | 1.45 mm | $84.89 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
9 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 63.59 | 17 | 1.08 k | 8,783,649 |
9 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 62.99 | 29,551 | 1.86 mm | 8,783,666 |
8 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 63.66 | 26,526 | 1.69 mm | 8,813,217 |
8 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 63.42 | 11,040 | 700.16 k | 8,839,743 |
7 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 63.74 | 22,505 | 1.43 mm | 8,850,783 |
7 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 63.25 | 32,325 | 2.04 mm | 8,873,288 |
6 Feb 23 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 63.39 | 35,936 | 2.28 mm | 8,905,613 |
2 Feb 23 | Sanjay Sharma | Common Stock | Sell | Dispose S | No | No | 64.14 | 9,000 | 577.26 k | 5,165.186 |
2 Feb 23 | Sanjay Sharma | Common Stock | Option exercise | Acquire M | No | No | 33.76 | 4,500 | 151.92 k | 14,165.186 |
2 Feb 23 | Sanjay Sharma | Common Stock | Option exercise | Acquire M | No | No | 33.76 | 4,500 | 151.92 k | 9,665.186 |
News
Analyst Ratings for SEI Investments
1 Feb 23
Morgan Stanley Maintains Underweight on SEI Investments, Raises Price Target to $54
1 Feb 23
Oppenheimer Maintains Outperform on SEI Investments, Raises Price Target to $68
26 Jan 23
SEI Investments Q4 Adj. EPS $0.83 Beats $0.80 Estimate, Sales $456.59M Beat $454.51M Estimate
25 Jan 23
Earnings Scheduled For January 25, 2023
25 Jan 23
Press releases
Trust & Will Raises Strategic Investment Round to Help More Families Leave a Legacy
23 Feb 23
Paducah Bank Expands Relationship with SEI for Cloud Migration and Services
31 Jan 23
SEI Reports Fourth-Quarter 2022 Financial Results
25 Jan 23
SEI to Announce Fourth-Quarter 2022 Earnings on Wednesday, Jan. 25, 2023
18 Jan 23